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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1551
Falcon Wealth Planning
California
$351K -$4.84K -95 -1%
BCM
1552
Basso Capital Management
Connecticut
$350K – – –
RBFC
1553
Roman Butler Fullerton & Co
Missouri
$344K -$4.84K -95 -1%
Mill Creek Capital Advisors
1554
Mill Creek Capital Advisors
Pennsylvania
$344K – – –
CWM
1555
Concentrum Wealth Management
California
$343K +$9.68K +190 +3%
GWM
1556
Greenhouse Wealth Management
Connecticut
$342K +$1.27K +25 +0.4%
ACM
1557
AlphaStar Capital Management
North Carolina
$342K -$234K -4,585 -40%
VWM
1558
Venturi Wealth Management
Texas
$342K -$25.5K -500 -7%
WFAG
1559
Worth Financial Advisory Group
North Carolina
$341K +$29.5K +580 +9%
WW
1560
Westshore Wealth
California
$341K -$431K -8,450 -55%
LIA
1561
LS Investment Advisors
Michigan
$341K +$29.3K +575 +9%
SAM
1562
Sawgrass Asset Management
Florida
$340K – – –
VCAM
1563
Van Cleef Asset Management
Ohio
$339K – – –
LMKC
1564
L.M. Kohn & Company
Ohio
$339K +$255 +5 +0.1%
RW
1565
RVW Wealth
California
$339K -$68.8K -1,350 -17%
OIA
1566
Optimum Investment Advisors
Illinois
$338K – – –
Facet Wealth Inc
1567
Facet Wealth Inc
Maryland
$338K +$1.53K +30 +0.4%
LSA
1568
Lion Street Advisors
Texas
$337K +$132K +2,600 +63%
FGG
1569
Financial Guidance Group
Florida
$337K -$42.5K -835 -11%
AIP
1570
Ahrens Investment Partners
Louisiana
$336K -$3.82K -75 -1%
FPCP
1571
Fort Point Capital Partners
California
$332K – – –
BBA
1572
Braun-Bostich & Associates
Pennsylvania
$327K +$333K +6,535 New
NAS
1573
NWF Advisory Services
California
$324K +$316K +6,200 New
ZWJ Investment Counsel
1574
ZWJ Investment Counsel
Georgia
$323K +$329K +6,450 New
MTC
1575
McDaniel Terry & Co
Texas
$322K – – –